2024-03-04T09:48:35-08:00 2023-12-31 742619440 BREHM HAVEL & COMPANY LLP 7809 BROADWAY ST SAN ANTONIO TX 78209 990PF 2023-01-01 742802237 LAWSON GERALDINE G CHARITABLE TRUST LAWS 2102835393 1177 N E LOOP 410 SAN ANTONIO TX 78209 TAMMY ASHBY Trustee 2024-03-04 true TAMMY ASHBY 999009999 true GAYLE L HAVEL P00162033 2108267000 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 35472585 X X 649270 649270 420238 6990544 420238 139204 139204 1208712 1208712 257080 257080 1507 1507 7475 7475 48350 27655 314412 293717 0 1593085 1593085 1907497 293717 1593085 -698785 914995 259961 514787 514787 1437746 1853605 1774081 11488854 11175931 13576250 3219473 2789024 2602744 16234141 15628924 16488313 154686 141782 516410 32794861 32104053 35472585 500 500 500 500 X 32794361 32103553 32794361 32103553 32794861 32104053 32794361 -698785 20695 32116271 12718 32103553 TOTAL SALES-PUBLIC TRADED SECURITIES P 2001-01-01 2023-12-31 6675550 6570306 105244 105244 LITIGATION SETTLEMENTS P 2001-01-01 2023-12-31 18253 18253 18253 Capital Gain Dividends 296741 420238 12718 12718 12718 54024 54024 X 41306 41306 false false false false false false false true true MT TX true false false false false true N/A TAMMY M ASHBY 2102835393 1177 N E LOOP 410 SAN ANTONIO TX 78209 false false false false false false false false false false false false false false false false false false false false false false BROADWAY BANK 1177 N E LOOP 410 SAN ANTONIO TX 78209 Trustee 40.00 257080 NONE NONE THE FOUNDATION HAS NO PROGRAMS THAT CONSIST OF THE DIRECT ACTIVE CONDUCT OF CHARITABLE ACTIVITIES. THE FOUNDATION DISTRIBUTES 80%OF ITS NET INCOME TO THE MARION KOOGLER MCNAY ART MUSEUM AND 20% OF ITS NET INCOME TO THE SAN ANTONIO ZOOLOGICAL SOCIETY, INC.,BOTH OF WHICH ARE CHARITABLE EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3). 0 32384516 861884 318816 33565216 0 33565216 503478 33061738 1653087 1653087 12718 12718 1640369 1640369 1640369 1593085 1593085 1640369 325975 1593085 325975 0 1267110 373259 X THE MARION KOOGLER MCNAY MUSEUM 6000 N NEW BRAUNFELS SAN ANTONIO TX 78209 NONE 501(c)(3) PROVIDE AND SUPPORT MUSEUM PROGRAMS IN ACCORDANCE WITH THE WILL UNDER WHICH THE TRUST IS ESTABLISHED. 1274468 THE SAN ANTONIO ZOOLOGICAL SOCIETY 3903 N SAINT MARYS ST SAN ANTONIO TX 78212 NONE 501(c)(3) PROVIDE AND SUPPORTZOO PROGRAMS IN ACCORDANCE WITH THE WILL UNDER WHICH THE TRUST IS ESTABLISHED. 318617 1593085 14 649270 18 420238 ROYALTY INCOME 15 139204 1208712 1208712 false false false false false false false false false false 7475 7475 0 0 DETAILS SEE STATEMENT 16 2789024 2602744 DETAILS SEE STATEMENT 15 11175931 13576250 1853605 1774081 DETAILS SEE STATEMENT 17 AT COST 15628924 16488313 1507 1507 0 0 MINERAL INTEREST-ROYALTIES 85965 85965 417613 NONPRODUCING MINERAL INTEREST 98797 98797 98797 PREPAID FEDERAL INCOME TAX 54024 41306 RESERVE FOR DEPLETION -84101 -84287 Rounding 1 1 FEDERAL EXCISE TAX 12718 FOREIGN TAX PAID -309 -309 ROYALTY DEPLETION 20881 186 ROYALTY OTHER COSTS 4753 4753 ROYALTY PRODUCTION TAXES 20983 20983 ROYALTY PROPERTY TAXES 2042 2042 ROYALTY INCOME 139204 139204 DEPLETION IN EXCESS OF COST 20695 BEQUEST PAYABLE 500 500